David Ressner is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and operated his own firm, RESSNER Financial Planning LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Fischer is a financial advisor with Commonwealth Financial Network in Creve Coeur, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Triad Financial Group, LLC since 2007, where he is also the owner. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm provides financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Deborah Beasley is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2021, following prior roles at TD Ameritrade Investment Management, Td Ameritrade, and Scottrade. Based in St. Louis, MO, she provides investment advice and wealth management consultations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management. The firm uses asset-allocation models and internal research tools to guide investment selection, with client authorization required for trade execution.

Kyle Lane is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Clearing, LLC and Wells Fargo. Lane is based in St. Louis, MO. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm offers model portfolio and customized portfolio management options and serves as adviser to the TIAA Donor Advised Fund.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include a decade at L.M. Kohn & Company and long-term affiliation with Millennium Financial Group. He serves as trustee for two lifetime trusts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a wide range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with internal trading capabilities.

Gabriel Wilson is a CFP® with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2018. He previously worked at Edward Jones for five years. Wilson is also a member of BSD Capital, LLC, an investment club focused on life sciences funds, where he participates in periodic investment discussions. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and various managed account services.

Kenny Parker Jr. is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts since 1998 and with Money Concepts Capital Corp since 2000. Outside of advisory work, he serves as an officer for Wealth Concepts, Corp., an independent insurance agency, and is a vice president of regional training. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

John Ronston is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Edward Jones, Wells Fargo Advisors, Wachovia Securities, Chevy Chase Financial Services, and Merrill. He currently serves as Vice President of Investment Implementation at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other securities.

Kenneth Gerlach is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2018, following two years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Drennan Bailey is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, where he has worked since 2022. Prior to joining Moneta, he was employed at Bunge Limited and Deloitte & Touche. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

Gary Ford is a CFA® charterholder with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and First Bank, having previously worked at Principal Securities Inc, Principal Life Insurance Co, Stifel, and his own advisory firm, G.H Ford Investment Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA plans, trusts, estates, and corporations. The firm delegates investment management to its representatives while providing oversight and offers customized advisory services along with access to alternative investments and lending solutions.

Jacob Malina is a CFP® professional with seven years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2024 and previously spent seven years at Plancorp LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team approach and a multi-criteria investment selection process, with a focus on asset allocation and manager due diligence.

Jennifer O'Connor is a CFP® professional based in Saint Louis, MO, with four years of industry experience. She is currently with Focus Partners Wealth, LLC, having previously worked at Vista Finance, Moneta Group Investment Advisors, Anderson Hoagland & Co., U.S. Bank N.A., and Central Trust Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Rebecca Winkler is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Strategic Wealth, LLC and GreenCourse Financial Advisors, among other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, leveraging fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Saxony Securities Inc. Outside of his advisory role, he is active as a Twitch streamer, where he plays video games and discusses recent updates in the gaming community. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services that include model portfolios and separately managed accounts, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Ethan Roelle is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience and previously worked at General Motors for eight years. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, retirement plan consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.